Campolo, Middleton & McCormick, LLP seeks a Finance Analyst/Associate with transaction (M&A) experience for Strata Alliance, a multi-family office. Based in Ronkonkoma, this full-time role is ideal for an ambitious professional looking to work on a variety of exciting projects involving clients who are sophisticated business owners and high-net-worth individuals. This role is well-suited for an entrepreneurial, client service focused individual with deep technical skills in finance and strategy. This individual thrives in team-based, collaborative environments, loves to problem solve, and is a self-starter. It is an excellent opportunity with room for growth within a rapidly expanding organization.
Responsibilities: This Role Encompasses Three Different Work Streams and Responsibility Sets
- Family Office Alternative Investments
- Collaborate with Director of Finance on analyzing, executing strategic/financial due diligence, and working through investment opportunities. Opportunities include proprietary direct investments and private equity fund investments.
- Provide detailed market research and analytics to support the direct investment function
- Manage day-to-day execution of the capital raise process within the Strata Alliance family network
- Support Strata Director of Finance with ad hoc tasks and networking with family office and fund partners
- Financial Office Business Advisory
- Provide family office clients with ad-hoc business advisory services to include financial analysis, financial modelling, and business valuation
- Aid in business advisory services surrounding major liquidity events and/or inorganic growth opportunities to include:
- Financial modelling, review and analysis
- Due diligence support / process management – interacting with clients to procure accurate/timely provision of due diligence
- Market valuation analysis
- Family Office Personal Financial Services
- Aid in ad-hoc financial analyses of HNW client’s personal assets
- Provide personal financial modelling to aid in wealth planning initiatives
Qualifications
- Bachelor’s degree required
- 1-4 years of mergers and acquisitions experience required, preferably gained through an investment banking, family office, private equity, or corporate development role
- Excel fluency / expertise
- Comfort / proficiency with financial analysis, financial statements, and company valuation.
CMM is an equal opportunity employer.
Salary range: $100,000 – $125,000 per year, compensation commensurate with experience
Benefits include health, dental, and vision insurance, life insurance, and paid time off
Please email resume and cover letter to recruiting@cmmllp.com.